401(k) · DOL Form 5500 · 2024

Linda Kessman Sole Proprietor 401(k) Plan

Data updated 2026-08-25

$310K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$310,000
Avg per participant High balance/head
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Official DOL plan name: Linda Kessman Solo 401(k) Plan · Sponsored by Linda Kessman Sole Proprietor · California · Finance & Insurance

$310K in assets, 1 participants

Linda Kessman Sole Proprietor's Linda Kessman Solo 401(k) Plan reported $310K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #595 in Finance & Insurance (8,549 peers)

Linda Kessman Sole Proprietor multi-year trail

Linda Kessman Sole Proprietor's plans moved -47.7% in assets from 2023 to 2024; this filing shows Linda Kessman Solo 401(k) Plan at $310K / 1 participant.

#595
in Finance & Insurance (8,549 peers)
-47.7%
assets change YoY

The plan reported a net loss of $283K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Linda Kessman Solo 401(k) Plan among the smaller filed plans by assets

Linda Kessman Solo 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$310,000 14th percentile higher than 14% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Linda Kessman Solo 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Linda Kessman Solo 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Linda Kessman Solo 401(k) Plan reported net income fell from $45K in the plan year 2023 filing to -$283K in the plan year 2024 filing.
  • Linda Kessman Solo 401(k) Plan end-of-year assets fell from $593K in the plan year 2023 filing to $310K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 993950815 · Linda Kessman Sole Proprietor PY 2024 · 401(k)

Linda Kessman Solo 401(k) Plan · $310K · 1 · 14th

  • ASSETS $310K
  • ASSETS 1
  • ASSETS 14th
  • ASSETS 401(k)
  • ASSETS near Dark Insurance Agency, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #595

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

Linda Kessman Solo 401(k) Plan in the asset neighbourhood

Linda Kessman Solo 401(k) PlanLinda Kessman Solo 401(k) Pl…$310KDark Insurance Agency, Inc. 401(k) Profit Sharing PlanDark Insurance Agency, Inc. …$310KPrivate Client Group Pep$310KSavannah Fitness Group, Inc. 401(k) Profit Sharing PlanSavannah Fitness Group, Inc.…$310KRedlinger Inc 401(k) Profit Sharing PlanRedlinger Inc 401(k) Profit …$310K
End-of-year total assets ($M) among Linda Kessman Solo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Linda Kessman Sole Proprietor multi-year asset trail

Sponsor-wide plan assets over time

All Linda Kessman Sole Proprietor plans reported in each filing year

Latest sponsor-wide plan assets
$310K 47.72344013490725% vs 2023
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M$0.7M 20232024 $0.59M $0.31M ▼ -47.5%
Year Plans Participants Total Assets
2023 1 1 $593K
2024 1 1 $310K

Linda Kessman Sole Proprietor filing trail (2024)

Total Assets (Beginning of Year)$593K
Net Assets (End of Year)$310K
Net Income-$283K
Employer EIN993950815
Plan Effective Date2019-03-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Linda Kessman Solo 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Linda Kessman Solo 401(k) Plan, Total assets ($B): 0.00031 · Participants: 1Linda Kessman Solo 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Linda Kessman Solo 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Linda Kessman Solo 401(k) Plan side-by-side with 3 peers →

Linda Kessman Solo 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dark Insurance Agency, Inc. 401(k) Profit Sharing Plan in AL ($310K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Linda Kessman Solo 401(k) Plan assets move in 2024? ▼
Linda Kessman Solo 401(k) Plan contracted severely - down 47.7% during 2024, from $593K to $310K. Reported net income was -$283K.
How have Linda Kessman Sole Proprietor plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Linda Kessman Sole Proprietor's sponsor-wide assets declined 47.7%, from $593K to $310K.
Where does Linda Kessman Solo 401(k) Plan rank by assets among Form 5500 filers? ▼
Linda Kessman Solo 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Linda Kessman Solo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dark Insurance Agency, Inc. 401(k) Profit Sharing Plan in AL ($310K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Linda Kessman Solo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 993950815.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.